Create an Onboarding Flow Using Global Variables

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User inputs and Variables

Create and Store Global Variables in AI Projects

Global variables in AI projects are inputs used only during a user's first interaction, providing context for subsequent interactions. They're useful for collecting infrequently changing information like usernames, job titles, and company industries.

Setting Up Global Variables

Accessing Project Settings

  1. Tap the app name at the top of the Explorer to open project settings.
  2. Select "Global Settings" within the project settings.

Configuring Global Inputs

  1. Locate the "Onboarding" section in Global Settings.
  2. Tap the plus icon to add inputs for global variables.
  3. Select desired inputs and tap "Add."

Customizing Inputs

  1. Set requirement levels for each input.
  2. Reorder or delete inputs as needed.
  3. Choose between single-page or multi-page layout for inputs.

User Experience

Users encounter these inputs once during their first interaction. A progress bar indicates the number of inputs in the onboarding process. Users can modify their responses anytime by clicking the gear icon.

Benefits of Global Variables

  1. Streamlines user onboarding by collecting essential information upfront.
  2. Provides consistent context for AI interactions throughout the user's experience.
  3. Reduces repetitive data entry for users in subsequent interactions.